Getting your sales department on board with a new sales CRM software

You may have recently joined the ranks of businesses who have seen the advantages of investing in a top sales CRM software system. But once you have it, you might now find that staff are reluctant to use it, for many reasons including not feeling comfortable with it, lack of training or ability, or wanting to hold on to the old way of doing things to name a few. Here are a few strategies to help get your people to understand how this system will save them time and help them, not make things harder.

How does it save them time?

 Everything you have on the customer is held in one place, every interaction made with them, whatever the department, is there, from customer support to billing and so on.
  1. Creating a centralized place for data will speed the system as time is not spent looking in various locations.
  2. There is no need to re-key information, an order from a customer will move from the CRM and Pipeline management system to the order system directly.
  3. Accurate and up to date reports, that the CRM system generates for you.
  4. All order history is held in the system making it easier for sales representatives to up-sell.
Other advantages gained with some commitment
  • All leads are in the CRM system whether they come from marketing, other reps, from the websites and so on. No need to put those into excel spreadsheets to keep track of them, as the system has that done.
  • Sales CRM software does not have to be overly complex to use. Make sure there is some flexibility for entering deals in case there is a new scenario a sales rep comes across, and make sure the system is something to the level of your workers.
  • Train your staff and if needed do so multiple times until things start to sink in and they can adjust. Show them the tools that directly benefit their day to day chores. Show them the repetitive tasks they no longer have to do thanks to the system!

With good CRM and pipeline management, you have more chances of successful sales, earning commissions and keeping customers happy!

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